Family Firm Inc. Has $460,000 Position in iShares U.S. Energy ETF (IYE)

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Family Firm Inc. boosted its holdings in iShares U.S. Energy ETF (NYSEARCA:IYE) by 31.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,763 shares of the company’s stock after purchasing an additional 3,036 shares during the period. Family Firm Inc.’s holdings in iShares U.S. Energy ETF were worth $460,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Estate Counselors LLC boosted its holdings in iShares U.S. Energy ETF by 32.5% in the first quarter. Estate Counselors LLC now owns 397,500 shares of the company’s stock valued at $14,322,000 after purchasing an additional 97,500 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in iShares U.S. Energy ETF by 0.5% in the third quarter. Bank of New York Mellon Corp now owns 381,568 shares of the company’s stock valued at $16,010,000 after purchasing an additional 1,822 shares during the last quarter. AMG National Trust Bank boosted its holdings in iShares U.S. Energy ETF by 2.0% in the first quarter. AMG National Trust Bank now owns 184,994 shares of the company’s stock valued at $6,665,000 after purchasing an additional 3,681 shares during the last quarter. Ferguson Wellman Capital Management Inc. purchased a new position in iShares U.S. Energy ETF in the fourth quarter valued at about $4,649,000. Finally, BlackRock Inc. boosted its holdings in iShares U.S. Energy ETF by 2.5% in the third quarter. BlackRock Inc. now owns 125,586 shares of the company’s stock valued at $5,270,000 after purchasing an additional 3,010 shares during the last quarter.

IYE traded down $0.14 on Wednesday, reaching $34.48. The company’s stock had a trading volume of 6,703 shares, compared to its average volume of 548,753. iShares U.S. Energy ETF has a 1 year low of $28.99 and a 1 year high of $43.75.

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iShares U.S. Energy ETF Company Profile

iShares U.S. Energy ETF (the Fund), formerly iShares Dow Jones U.S. Energy Sector Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Oil & Gas Index (the Index). The Index measures the performance of the oil and gas sector of the United States equity market, and includes companies in industry groups, such as oil and gas producers, and oil equipment, services and distribution.

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Institutional Ownership by Quarter for iShares U.S. Energy ETF (NYSEARCA:IYE)

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